-48.5%
JOBY vs LEN
-37.1%
-11.4%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.0% | -0.9% | -1.6% |
| 7D | -3.4% | -3.2% | -0.3% | -2.5% |
| 30D | -13.6% | -4.9% | -8.7% | -12.4% |
| 3M | -39.5% | -8.5% | -31.0% | -37.9% |
| 6M | -31.9% | -20.7% | -11.2% | -30.5% |
| YTD | -48.9% | -17.4% | -31.5% | -48.7% |
| 1Y | -48.5% | -38.2% | -10.3% | -49.5% |
| All | -48.5% | -37.1% | -11.4% | -49.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LEN.
Daily Out/Under-Performance
Portfolio return minus LEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LEN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded LEN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling